Balanced Bookz

I am here to handle all of your bookkeeping and office management needs. Owner of computer software business for over 20+ years before successful sell. Handled all accounting and business services including but not limited to, Invoicing, Sales Orders, A/P, A/R, Payroll. Proficient in Quickbooks, Microsoft Office, Word, Excel and Powerpoint. Customer Service and Employee Relations. As a current small business owner I am aware of the importance of reliability, professionalism and a self motivated team member.

Having Balanced Bookz and reliable financials is a minimum requirement for any business. It makes reporting on Income, Balance Sheet, Accounts Receivables, Accounts Payables, sales tax, state tax and federal taxes as simple as pushing a button.

HOW IT WORKS

• Review current accounts and financial reports
• Identify the issues
• Work with you to determine your goals
• Create a plan to resolve issues and timeframe
• Provide budgetary numbers
• Balanced Bookz!

SERVICES PROVIDED

• Bank & Account Reconciling
• Tax Preparation & Planning
• Budget Creating & Tracking
• Tracking Projects
• Forecasting
• Accounts Receivable
• Accounts Payable
• Cash Flow Management
• Payroll
• Custom Reporting
• Credit Management and Strategy
• Automation with data feeds
• Accounting Policies and Procedures
• Data Entry
• Profit/Loss Statement
• Balance Sheet
• Invoicing
• A/P
• A/R
• Payroll

Are you concerned that your books are a mess and need urgent care to get them balanced?

I have worked with many companies that come to me once they realize their books are not accurate or their accounts are not reconciled. I have seen virtually every issue you can think of.

I provide a “No Risk”assessment to determine what it will take to get you back to Balanced Bookz.

Once the bookz are balanced I will help you structure your processes and procedures so it doesn’t happen again!

With my many years of running my own small business and helping others, I'm able to strategically work with you to verify that your books provide you the information to make better decisions about your business so you can work less and make more money